Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NSE Multi Asset Index 2 (50:20:20:10)
Inception
13 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
115.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.85%

-3.21%

9.92%

NA NA

15.68%

Stallion Asset - Core Fund
Hand Picked by PA Wealth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
22 October 2018
Min. Investment
5,00,00,000
AUM (₹ Cr)
6309.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.87%

-5.67%

14.29%

36.12%

23.11%

26.65%

Unifi APJ 20*
Equity: Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
2 September 2015
Min. Investment
50,00,000
AUM (₹ Cr)
804.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.88%

-2.53%

12.15%

17.79%

18.21%

19.66%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 April 2024
Min. Investment
50,00,000
AUM (₹ Cr)
22.89
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.97%

-1.52%

10.68%

NA NA

4.12%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
168.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

12.11%

-18.76%

3.55%

13.64%

11.46%

Benchmark
NIFTY 50 Total Return Index
Inception
1 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
16.83
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

-13.54%

-3.42%

NA NA

6.65%

Benchmark
S&P BSE 500 Index
Inception
16 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
2.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

15.70%

4.23%

16.32%

NA

16.21%

Benchmark
CRISIL Credit Index
Inception
1 July 2014
Min. Investment
50,00,000
AUM (₹ Cr)
69.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.01%

-0.19%

3.01%

5.70%

7.42%

10.82%

Green Lantern - Alpha Fund
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
1,00,00,000
AUM (₹ Cr)
50.3
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.03%

1.58%

8.55%

31.28%

28.94%

30.63%

Benchmark
NIFTY 50 Total Return Index
Inception
1 January 2018
Min. Investment
50,00,000
AUM (₹ Cr)
584.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.04%

1.37%

9.78%

16.34%

15.58%

12.10%